Analysis Reports

\# written by eugene gursky | last published at may 29, 2023 \# the system provides a range of standard "analysis" type of reports, that allow quickly identifying the data that is relevant to the user's needs available analysis reports sales analysis(based on sale order lines); purchase analysis(based on purchase order lines); moves analysis(based on stock moves); inventory analysis(based on stock moves); invoices analysis(based on invoice lines); the analysis type reports are based on a massive lists of corresponding lines, for example in sales analysis the report is based on sale order lines, but at the same point the report doesn't display a single line itself this is because loading the information would overload the system and the report would be slow example(sales analysis unfiltered view) example(sales analysis unfiltered view) however, such approach provides the opportunity to slice and dice the information by applying various filters and group by tools in order to achieve the needed result thus, to use any kind of analysis reports a user would need to use predefined filter buttons, searchboxes, advanced filter and group by feature example purchases analysis grouped by year and month, confirmed orders only example purchases analysis grouped by year and month, confirmed orders only the “group by” tool, once applied, is capable of displaying the multiple level data the structure of the grouping depends on the sequence of aplying the group by values, which can be adjusted by re sorting the grouping the report is also displaying the totals at the bottom, as well as the number of records within each grouped line of the information standard group by features applicable to analysis reports standard group by features applicable to analysis reports to achieve the maximum speed of the reporting, the system is using the cached/indexed information, not a live data the scheduler updates the table overnight, which means that by default you will be having a complete data available up to yesterday however, you can force update the information an pull the most recent data by using “refresh data” button button to update the report with the most recent data button to update the report with the most recent data in order to see more lines on the screen, we also recomend to use the narrow view by clicking on the switch view button on top right corner switch view button to switch between normall and narrow views switch view button to switch between normall and narrow views result comparison between normal and narrow views on purchases analysis report comparison between normal and narrow views on purchases analysis report the grouped report can be downloaded to an excel with a single button using the right click “excel export” the applied filters/grouping can also be saved as a preset, for users to apply the needed number of filters and group by's next time with a one click only navigate to filters => save filter => enter the name for your filter afterwards the filter will be available in filters section